Shaun Robert Sweeney

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 06/2019
  Foresters Financial
  Pittsburgh, PA
• 01/2008 → Present
  Instead Of Sleeping
  Pittsburgh, PA
• 12/2016 → 06/2019
  Foresters Advisory Services Llc
  Pittsburgh, PA
• 08/2018 → Present
  Icb- Mutual Of Omaha
  Pittsburgh, PA
• 06/2019 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Canonsburg, PA

Previous Registrations

• 2016-12-13 → 2019-06-24
  Foresters Advisory Services, Llc
  Canonsburg, PA

Other Businesses

1. P&A EDUCATION & ENROLLMENT SERVICE-ASSISTS IN ENROLLING AND ANSWERS QUESTIONS ON ENROLLING IN 401k. 2 DAYS EVERY 6 MO'S 2. AUTHOR & SALE OF EBOOK ON AMAZON.COM, 100% OWNER 3. PHOTOGRAPHER, SELL PRINTS ONLINE AND DONATE 100% OF PROFITS TO LOCAL CANCER CENTER

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-25
• S63 Uniform Securities Agent State Law Examination
  2014-06-13

Designations

• Certified Financial Planner